forms made easy
November 16, 2011 Leave a Comment
frevvo customers have created so many interesting, useful and just cool forms. We thought it’d be great to showcase some of them especially since our partners have asked about them. Check out some of the cool examples in our new Web Forms Gallery.
Let us know if there are any that you particularly like or if there are any features you’d like to see demonstrated there.
October 5, 2011 Leave a Comment
One of our customers asked the question above. Roles are available both in forms (for Sections and Tabs) and in flows (for any activity). What’s the difference and when would you use one vs the other?
As the image shows, you can select one or more roles in the Security Tab in the Properties panel for a Section or a Tab. When a role is assigned to a Section/Tab, the controls therein are only visible to logged in users who have that role. This allows you to create forms that look different depending on who is using them. For example, I’m sure you’ve come across a paper form with an “Office Use Only” or “To be filled by HR” section. On a Leave Approval form, there’s probably a Section for manager approval. Why show it if you’re not a manager?
In a workflow, roles play a different part. They control who performs a step (activity) in the workflow. In the Leave Approval workflow above, if you are logged in as a user with role ‘Employee’, you will see the first step in the workflow. When you click to continue, frevvo notices that the second step has roles ‘HR’ and ‘Manager’. If you do not belong to one of those roles, the workflow will be forwarded to users in those roles and you will not be able to continue. It’s like an employee filling out a Leave Application either on paper or a Word document and then walking it over or e-mailing the Word doc to the manager.
Take a look at the Leave Approval workflow tutorial. As explained above the steps in the workflow have roles which control who performs the step. But the form used in the workflow also uses the same roles for a different purpose. In the first step (logged in as Employee), I will only see the Employee section. In the second step (logged in as a Manager), I will also see the Manager Approval section even though it’s the same form and the same workflow.
So, put the two together and you have something that’s flexible and powerful enough to provide the functionality you need yet easy to maintain since there’s just one form (used multiple times) and one workflow.
October 4, 2011 Leave a Comment
We’ve noticed that many customers are using frevvo for HR-related workflows. Using frevvo’s brand new Spaces, I’ve created a short demo of a simple Leave Approval workflow so you can easily try it out and get a flavor for using frevvo workflows.
Want to learn more:
October 3, 2011 Leave a Comment
It’s always been easy to embed frevvo forms and workflows in your web pages. But some customers, especially SaaS customers don’t have a web site or don’t want to go through the hassle of creating one. Now, with frevvo’s brand new Spaces feature, you can create a professional looking web site in minutes with just a few clicks and add your forms and workflows to it.
See how easy it is: watch this 3 min video.
You can learn more in the documentation or, of course, sign up for a free account to try it out.
September 9, 2011 Leave a Comment
As customers use workflows, they’ve been telling us about some improvements they’d like to see. We’ve made a few changes with more on the way soon.
Task List Improvements
June 10, 2011 Leave a Comment
I was just talking to a couple of companies that are looking at using frevvo + Google Apps to create an electronic workflow for Leave Approvals. After the discussion, I decided to try and quantify the value. Assume that:
June 6, 2011 Leave a Comment
Customers are always prioritizing where to put scarce investment capital. Should we invest in that new CRM system or should we create a new online portal or some other project. Most CIOs and IT department personnel are swamped with work and, therefore, tend to focus on the big stuff.
But … there’s a lot of money in the small stuff. We’ve been discovering this at many of our customers. For example, a major US University bought Live Forms for automating their student admissions process. Obviously, it’s a mission-critical thing for Universities – they had better be good at admitting students – and it’s a project slated to take many months.
Within 2 weeks of deploying Live Forms, one of their Departments wanted to create monthly surveys to collect student feedback. Now, normally this would mean either a paper-based survey or a programmer putting together each survey and providing a report of the results. They suddenly realized that they now had a new option. They created an account for the Department managers on the Live Forms server and pointed them to the tutorials. Within days, they were creating their own survey forms and exporting the results to Excel. It took less than five minutes of an expensive developer’s time. Less than a month after deploying Live Forms, they were already getting positive ROI from a simple application that they hadn’t even considered before.
It’s just one example out of many where customers are rapidly finding uses for frevvo and benefiting in days rather than months. Interested? Check out http://www.frevvo.com where you will find short videos demonstrating Live Forms or Contact Us for more details.
June 2, 2011 Leave a Comment
In the previous blog post, I discussed a Leave Approval workflow that works with Google Apps. For our ImageSilo/PVE customers, it’s just as easy to connect the workflow to that document management system. Live Forms comes with easy wizards to connect forms and workflows to ImageSilo/PVE.
Check out this 4 min video:
May 31, 2011 2 Comments
Our customers have been creating all kinds of interesting workflows and we’ve added new features to Live Forms to handle several of the scenarios we’ve seen. A common example is a Leave Approval (Vacation Request) workflow that goes from employee to her specific manager and then on to HR for approval. Every organization irrespective of size has to deal with Leave Approvals and, by and large, it’s a paper- or email-based process that is slow, costly and inefficient.
With Live Forms, you can easily automate this workflow. You can deploy it online, for example, in Confluence and you can save the results in your HR system, document management system or even online to Google Apps.
It’s very easy to do with Live Forms. Check out this 4 min video:
May 31, 2011 Leave a Comment
After trying the frevvo Live Forms plugin for Confluence in a recent project, the folks at our partner Integryst created this really cool integration with Oracle WCI. If you’re an Oracle WCI customer and want to dump Studio for more powerful and easier forms and workflows, check out their blog article and contact them.
Thanks Integryst! We appreciate it.
